Author Archive

Inflation and Retirement Planning

Recent data shows that inflation is now at its highest level in 39 years, with the 12-month inflation reading now at 6.8% as of November…

Four Key Questions to Ask When Starting Your 401(k)

If you’ve started a new job, your company may have offered you an employer-sponsored 401(k), a low-stress savings vehicle that’s familiar to many professionals. What’s…

How to Manage Your Stock Options When You Leave a Company

When you decide to leave a company, there is generally a checklist of items you need to accomplish before you depart. If you’ve been awarded…

National Small Business Week: CalSavers Registration Reminder

May 2 kicked off National Small Business Week, which celebrates the role small businesses and entrepreneurs have in building our country’s economy. According to the…

The Top 3 Questions to Ask Before Choosing a Financial Advisor

There are many reasons you may be ready to partner with a financial advisor. You may have even narrowed down a few firms based on…

Retiring in San Diego? Here Are the Top 4 Considerations

When you consider your retirement years, what do you envision? Many soon-to-be retirees imagine spending their time close to family, traveling, and pursuing new and…

California Prop 19 Planning

Californians voted in the November 2020 election to pass Proposition 19 which adds and strips exemptions to property tax rules, giving more breaks to seniors,…

Your Guide to Post-Election Financial Planning

A tumultuous and record-breaking U.S. election has come to an end, implying significant changes coming to the White House and Congress. From a financial perspective,…

The 2020 Election and Your Investment Portfolio

Have you found yourself reading news headlines and reviewing your investment portfolio with a bit more scrutiny lately? We understand. This year has come with…

How to Increase the Value of Your Business and Exit Your Company Successfully

If you’re a business owner who is ready to exit your company, there are steps you can take to increase the value of your business…